+892.4%
APP vs INTU
-29.7%
+922.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.8% | +13.6% | +11.6% |
| 7D | +71.2% | +0.1% | +71.1% | +70.6% |
| 30D | +39.1% | +15.4% | +23.7% | +28.7% |
| 3M | +16.5% | +6.6% | +10.0% | +11.1% |
| 6M | -16.6% | -11.3% | -5.2% | -14.5% |
| YTD | -41.9% | -47.7% | +5.8% | -17.2% |
| 1Y | -37.0% | -47.0% | +10.0% | -11.2% |
| 3Y | +892.4% | -29.9% | +922.4% | +820.8% |
| All | +892.4% | -29.7% | +922.2% | +820.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling